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Docs

Free your team from admin with custom workflow automation

Docs streamlines suitability letters, reviews, and bespoke reports with custom workflows tailored to your advice process. From data extraction to formatting and branding, everything is automated.

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Most tools require editing and reformatting

Most teams rely on Word templates or generic tools. Reports vary between users, data entry is repetitive, and brand consistency is nearly impossible to maintain.

Templates need constant adjustments to fit branding, tone, and style.

Report quality varies between advisers, leading to extra review and oversight.

Manual data handling is time-consuming and prone

to error.

Create branded, personalised reports in minutes

Docs replaces outdated templates with dynamic document generation. It follows your workflows, extracts data from uploaded files, and produces polished, client-ready reports at scale.

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Built for personalisation at scale

Seamless Data Extraction

Customisable Workflows

User Configuration Control

Client-Ready Documents

Seamless data extraction

Extract key client data from fact-finds, illustrations, and cashflow reports, reducing double data entry and errors. Pano cleanses, formats, and integrates this data directly into your documents.

Customisable workflows

Create tailored workflows that align with your operational and compliance frameworks. Use dynamic decision trees to analyse data and user inputs, and build unique client workflows.

User configuration control

Set default content blocks that can be updated in real-time by managers. These reusable elements ensure consistency and control at the organisation level, eliminating the need for manual document updates.

Branded, client-ready documents

Get polished, branded documents that look, feel, and sound like you every time. Each document is automatically generated with your letterhead, imagery, fonts, and tone of voice for consistency.

Built for personalisation at scale

Seamless Data Extraction

Customisable Workflows

User Configuration Control

Client-Ready Documents

Seamless data extraction

Extract key client data from fact-finds, illustrations, and cashflow reports, reducing double data entry and errors. Pano cleanses, formats, and integrates this data directly into your documents.

Our advisers are happy knowing their cases are getting done on time and to a high standard.

“Before using Pano, cases were taking too long to get through. It’s already helped our paraplanners work through more cases, more quickly. The system is quick and easy to use, and the final product is professional and client friendly.”

Caitlin Wallace

Paraplanner, Emerald Associates

Tom Barnes

Director & Adviser, Barnes Wealth Management

Pano has changed how we work. It’s polished, compliant and looks good in front of clients.

“It’s freed up time for our support team, and although advisers are more hands-on in the system now, we’ve found a much faster and more efficient rhythm for getting letters done.”

Tom Barnes

Director & Adviser, Barnes Wealth Management

Pano has changed how we work. It’s polished, compliant and looks good in front of clients.

“It’s freed up time for our support team, and although advisers are more hands-on in the system now, we’ve found a much faster and more efficient rhythm for getting letters done.”